Freelancers and online business owners spend half of the day managing clients, projects, giving invoices, calculating expenses, etc.
And when the business starts to grow, it becomes a headache and decreases productivity.
You need a virtual assistant that will allocate all these works into a single platform and manage all the work (like clients, projects, tasks, etc) efficiently.
You need “Moxie”.
But how? Is this a magical tool? Well, not really! It’s a CRM platform that can do almost all the works you need to be done.
We’ll go deeper by exploring this project management software and will give you an extra 10% discount if you’re new to Appsumo.
What is Moxie?
In short, Moxie is a comprehensive business management tool that lets you manage all the side works like managing clients, projects, invoices, etc.
It is efficient, it lets you manage your projects by breaking them into small tasks with associated deadlines.
You can also check your tasks as a list and calendar view to see all the tasks and deadlines efficiently.
And for invoices, Moxie will automatically create that for you based on the tasks, cost, and times you’ve set to it.
There are tons of more features available like Accounting, Proposals & contracts, Time tracking, Collaborators, Mobile app, Meeting scheduler, Client Portal, and much more. We’ll go through every section in this review.
What is Moxie Lifetime Appsumo Deal?
As we already know Moxie makes freelancing and online business easy by managing the tedious parts, it makes also easy to purchase this.
Yes, you heard it right. This task management tool is available at Appsumo with an 84% discount.
Here is what you’ll get from the deal(Note: Please check the features before buying a product):
- 84% discount(The regular price was $240 but the discount price is $39)
- Pay once and use it for a lifetime
- Unlimited proposals and contacts
- Access to Moxie Academy (all courses)
Check the following image to see all the features you’ll get on every plan:
Inside Moxie
Moxie has tons of features for your online business – from managing clients & projects to sending proposals. We’ll check all of them.
After logging into the account, you’ll see the dashboard where there are some sections and subsections neatly organized.
Home
The first and most important section is home where you have 3 subsections – Focus, Calendar, and Insight.
Focus
In the Focus subsection, you can add new clients, projects, agreements, tasks, invoices, etc.
You can see the due projects here and can complete the tasks if you’ve completed any.
Calendar
You can see all the important stuff like work time, project deadlines, break time, payment receive date, and much more in the calendar view from the Calendar subsection.
Insight
The last subsection is Insight where you can see your revenue and expenses. You can also see your total work hour, hourly rate, etc from this subsection.
All the subsections have a filter option so if you need to find anything quickly, just search or filter the data.
Besides these subsections, the home section also has a timer, which means you can start the timer and work to get the work time.
Clients
There are two subsections in the Clients section – Overview and Contacts.
Overview
In this section, you’ll see all the clients you have. You can see how many projects you have done with the clients, how many hours worked, and how much money you’ve gathered.
From here, you can edit the details, and delete, or archive clients. Also, you can create new clients, filter, sort, or make any client a favorite.
Contacts
You can add contact info for any client and save it in the Contacts subsection.
You can save information like the name, email, role, country code, etc of a client.
Projects
This section is the container for all the projects, tasks, and their details. You can add projects and tasks, edit, filter, and delete them.
Overview
You can see your projects and their insights like due dates, hourly rates, etc from this subsection.
Tasks
The tasks you’ve assigned to your projects will appear here. You can add new tasks, change their status & priority, add subtasks to them, etc.
Plus, you can edit or delete the tasks anytime you want. You can also share any task by copying its link.
Inbox
In this section, you can see the conversations with your clients and collaborators. You can also manage the conversations and sort them.
Pipeline
This section is here for you to make your life better. You can do so many things with this feature. If you want to learn to use this feature, click here to see the tutorial.
Opportunities
You can create and see all the pipelines you have created. You can edit, archive, and delete them.
Forecast
This is the visual section where you can see the activities visually.
Accounting
This is the section to manage the invoices, revenue, cost, etc. You can also check your total or monthly profits or losses from here.
Invoices
In this section, you can create, save, and share invoices with your clients. You can also duplicate or delete them.
You can create 3 types of invoices – Standard, Deposit, and Recurring. You can add your logo, issue date, address, and much more while creating an invoice.
You can share the invoice with email or PDF.
Payments & Income
You will see the payment and income list in this section.
Expenses
When you pay your clients, the records will show here. You can also create expenses to track the record.
Profit & Loss
This is the section where you will see visually the profit or loss you had along with the list.
Agreement
The Agreement section is there for proposing clients. You can send your clients proposals, contracts, or quotes to get started.
While creating the proposal, you can edit and customize it and describe the goal. You can also give your signature!
After building the proposal, you can share it with a link, email, etc.
Timesheets
Your history of time entries will show up here if you track your time. Here, you can view historical entries and also create new entries.
Alternatives
Moxie is a great platform to manage all the online work, clients, and projects. But there are some other popular tools out there, you can also check those:
Plans & pricing
The official pricing of Moxie is shown below. Click here to see the pricing from the website.
Moxie Lifetime Deal Appsumo From the Review
Get the Lifetime Deal Appsumo for $39 instead of $240(1 Code), which means an over 84% discount, plus an extra 10% off from our review!
Get an extra 10% Offer For Moxie Lifetime Deal Appsumo From The Review
Complete the below tasks to get a huge discount for the Appsumo Lifetime Deal of $39 and an extra 10% on top of this from the review.
The Appsumo Lifetime Deal from the review is not going to stick for a long time, follow all of the steps to get it:
- Click this link “Moxie Forever Deal Appsumo Review”
- Wait for a few seconds to appear a discount popup
- Submit your email address
- Check your email and grab your discount from the review
Final Words
Moxie is indeed a powerful tool for freelancers and online business owners looking to streamline their workflow.
With its comprehensive features, including client management, project organization, and invoicing, Moxie simplifies the tedious tasks that can eat up valuable time.
The intuitive interface and calendar view makes it easy to stay on top of deadlines and track progress.
Don’t miss out on this opportunity to boost your productivity and take control of your freelance or online business.
Get Moxie and start managing your work with ease today!
